Sapan Gai, CCO at Sovereign Metals, discusses their superior graphite test results. Watch the video here.
Really. I think this is also positive. I thought the release was good.I think the current enterprise value afforded to this business is way too low. Will check back next year. All the best regardless of views and opinions.
Bought some more today, not expecting anything before Christmas but you never know.
Agreed on the share price. There needs to be more clarity and once we have that I think the share price should move upwards.There could be a takeover but that's not a good reason to buy the shares. Sort out the management and trim the operations is what the lady seems to be doing. The Carillion situation isn't helping although that might be a positive in the long term. Anyway I will buy a few more if the price continues to drift.
Yesterday and today, not on margin. I will lock them away and see where we are in a month or two, or three.
This will catch up with the oil price or get taken over.
WILL BUY MORE, THINK THESE ARE VERY CHEAP.
Hello has anybody got a realistic NAV price for this?
....unless the tax issue with India is sorted out. I don't get why there is hardly anybody here.
X2 plus the special dividend !
A dividend in April.! !
A good share buyback as well. They don't always work out. A takeover could happen here, although I don't think it needs that to get to 2-3 pounds.
With the way markets are moving I think this might continue its steady rise or even move into a new range. I think its worth accumulating here.
Nice rise.
For some positive or constructive news.
I absolutely cannot see another rights issue. This is a good business that lots might be interested in, maybe the Italians, maybe the US but my favourite would be a private equity take out.
It would be good to see some developments.
Interesting post, but doesn't the expansion improve the reach of the business, increase sales and diversify the currency. So few things in life are certain, death, taxes and sausages. Such a good product! I don't think having a lot of debt is such a problem although if it doesn't translate into sales then this will dilute earnings. The dividend itself isn't under threat and that's the main thing. I think they just need a bit of time for this stage in the business to fully develop.
I get what the other poster might be saying momentum and the strength relating to a stock when it's breaking lows, or getting close but I think that is more trading and less fundamentals. I think it has a great product and markets. If it keeps going lower I think it will spring back. I don't think anybody should ever invest hoping for a takeover but at these levels it must be attracting some attention. I guess it all depends on your timeframes and ability to keep mopping up shares but at these levels this has a got to be a good price.
About 9 years ago the company was approached with a bid at approximately this level. The company looks to have spent a good 100 million on capital expenditure in this time. I know there's some set backs but the business seems to have professed fairly well. I keep buying. If anything that I'm saying isn't correct please let me know your thoughts.
I am a buyer here, I've been looking at E2V for a long time and simply cannot resist this price. I think hopefully any bad news and expectations are out there. If however things don't improve then I think it would make a tasty acquisition for somebody especially something US based at the moment. I wonder to those with better knowledge of this share and sector what companies might have products which E2V could sit alongside?